Commercial Lines CSR

3 weeks ago


Bedford, United States RWR Insurance Full time
Job DescriptionJob Description

Department: Commercial Lines

Reports to: Service Manager

Position Summary

Provide service for assigned commercial customers

JOB DUTIES/ESSENTIAL FUNCTIONS

  1. Perform all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, certificates, binders, cancellations, follow-up, and correspondence on assigned accounts using the Agency’s Management System (Applied).

  2. Respond to client inquiries, incoming mail, and company requests on a timely basis.

  3. Collect renewal data on assigned accounts.

  4. Review and order renewals according to Agency procedures. Check applications and policies for accuracy. Investigate non-renewals and assist in remarketing accounts.

  5. Scan policies, endorsements and other documents as required to Agency Management System (Applied) as needed.

  6. Work with the Producers and Remarketing Department to review, analyze, and submit applications for existing business to the insurance companies for accounts being remarketed.

  7. Prepare quotations (coverage summaries/comparisons, proposals, and recommendations) as needed to facilitate clients/prospects understanding of coverages.

  8. Utilize Agency Management System (Applied) to maintain & document files and process transactions on all accounts.

  9. Perform other duties as assigned.

POSITION REQUIREMENTS

Education/Experience: High School diploma or equivalent, 2 to 3 years of insurance agency experience working with commercial lines products; knowledge of Microsoft Word and Excel helpful; Applied knowledge a plus.

Licensure/Certification: Current Pennsylvania Agent’s license required.

Personal Characteristics:

Friendly, positive attitude; willingness to help others; good organizational skills; customer focused; excellent written and oral communication skills; effective problem solving techniques, punctual and the ability to adapt to changing situations.



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